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American Water Works
AWK

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
751
Independent Advisor Alliance
North Carolina
$278K -$14K -106 -5%
GM
752
GeoWealth Management
Illinois
$277K +$10.4K +79 +4%
FGA
753
Fortis Group Advisors
New Jersey
$277K +$1.06K +8 +0.4%
GS
754
GWN Securities
Florida
$277K +$26.7K +202 +11%
FAM
755
Formidable Asset Management
Ohio
$277K -$10.4K -79 -4%
CI
756
Corient IA
Florida
$276K -$62.1K -470 -19%
SSCA
757
South Shore Capital Advisors
Massachusetts
$276K +$268K +2,029 New
SAM
758
Smartleaf Asset Management
Massachusetts
$276K +$5.02K +38 +2%
NB
759
Nicolet Bankshares
Wisconsin
$275K +$19.7K +149 +8%
HWA
760
HMV Wealth Advisors
Louisiana
$275K – – –
CT
761
ClearAlpha Technologies
Connecticut
$274K +$266K +2,012 New
MFA
762
Mayflower Financial Advisors
Massachusetts
$273K -$15.9K -120 -6%
FCBT
763
First Citizens Bank & Trust
North Carolina
$273K +$14.9K +113 +6%
CB
764
Community Bank
New York
$272K – – –
SCA
765
St. Clair Advisors
Ohio
$272K – – –
EWA
766
EverSource Wealth Advisors
Alabama
$269K +$103K +779 +65%
CWM
767
Cornerstone Wealth Management
Missouri
$268K – – –
SC
768
Sapient Capital
Indiana
$268K -$37.9K -287 -13%
WRPWM
769
Werba Rubin Papier Wealth Management
California
$266K +$258K +1,952 New
GCL
770
Gouws Capital LLC
North Carolina
$261K – – –
SP
771
SmartHarvest Portfolios
Washington
$259K -$26.4K -200 -10%
PCS
772
Personal CFO Solutions
New Jersey
$258K +$925 +7 +0.4%
IWM
773
IHT Wealth Management
Illinois
$254K -$42.3K -320 -15%
PFM
774
Patton Fund Management
Texas
$254K +$22.3K +169 +10%
BWA
775
Basecamp Wealth Advisors
Washington
$254K +$4.89K +37 +2%
29 30
31
32 33